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Certificates - Add a new Certificate record
Certificates - Add a new Certificate record
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Written by Christina Pan
Updated over a week ago

A Certificate record can be created from the Certificate List page.

  1. Access the Certificates list.

  2. On the ‘Certificates list’ page, hover over the Options Menu icon to display the options. Click the ‘New Certificate’ 1 icon.

  3. The ‘New Certificate’ window opens. Complete the Certificate details fields 1 through 9 as required. Note: Fields 2 and 3 will contain a default value. (See The Certificate Page elements for details on each field).

  4. Click the Save 10 icon to complete adding the new Certificate record. The Certificate List will display with this new record.
    ​Note: Clicking the cancel 11 icon will close the ‘New Certificate’ window without saving the record.


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